Their shares are jumping 14%. You talked about it. On pace for a record close off this Bloomberg report that Apple has been in early talks with Intel and Samsung about potentially making some of its chips.It's still very preliminary, so there's no actual orders yet, but it's enough to actually move the stock because investors have really just been waiting for Intel to land a major external customer like Apple. It has been a rumor for quite some time. The key issue here though is capacity.TSMC Taiwan Semi's ...

JUST IN: Intel $INTC rises over 12%, adding $55,000,000,000 to its market cap today. https://t.co/HYHrhQEhIJ ...

Some quick thoughts on Intel's EMIB-T packaging for the new 2H27 Google TPU (Humufish). Based on my industry checks:【How to read EMIB-T's 90% yield?】1. Given Intel's track record running EMIB in mass production, hitting 90% technology validation yield on EMIB-T (still under development) is a very positive but reasonable data point.2. Intel benchmarks EMIB production/assembly yield against FCBGA. Industry FCBGA yield today is generally above 98%.3. On yield, getting from 90% to 98% is harder than getting fro ...

JUST IN: 🇺🇸 US government says it is up $40,000,000,000 on its 10% ownership stake in Intel $INTC. https://t.co/dbiyKLhzr9 ...